About Us
The Altshuler Shaham Investment House was established in 1990 by Gilad Altshuler and Kalman Shaham, and now incorporates a group of companies in various fields of finance.
The investment house is managed by two Co-CEOs, each bringing a wealth of expertise: Gilad Altshuler boasts over 35 years of experience in the capital market, while Ran Shaham brings over 25 years of industry insight. Kalman Shaham, one of the Company's owners, has been involved in the capital market since 1971 and his extensive experience which has earned him a reputation as one of the most respected experts in the field.
Today, the investment house manages approximately 196 billion NIS for approximately 2.3 million clients and investors and offers its clients a wide range of products and services, including investment portfolio management, provident funds, study funds, pension funds and mutual funds. Altshuler Shaham also offers a range of complementary services, including retirement planning guidance, hedge funds, trust services, forex solutions, and a digital wallet, provided through its incorporated subsidiaries.
Altshuler Shaham advocates a responsible and calculated investment policy, with a long-term perspective, alongside flexibility and open-mindedness. The Group's investment managers actively analyse global trends and market dynamics to identify high-potential investment opportunities. Our approach blends deep expertise with strong core values, prioritizing uncompromising excellence, continuous innovation, and adaptability to evolving market conditions. The ability to identify market trends and respond promptly to developments in both Israeli and global capital markets is, in our view, key to achieving long-term results*.
Altshuler Shaham sees its clients as the investment house's main asset. Therefore, we constantly seek to improve and streamline processes, as well as to diversify channels of contact for the benefit of our clients. We dedicate our utmost efforts to providing clients with the highest-quality, tailored financial insights to meet their needs. Client trust is our top priority, and we are committed to fostering and maintaining it daily.
“Altshuler Shaham Finance Ltd.” serves as the publicly traded entity within the Altshuler Shaham Investment House group. Altshuler Shaham Finance’s CEO is Yair Levinstein, with approximately 30 years of experience in the capital market. The Company was established in 2022 as part of restructuring, during which Altshuler Shaham Provident Funds and Pension Ltd., which became a publicly traded company on the Tel Aviv Stock Exchange in 2019, transitioned into a private company and is now fully owned by Altshuler Shaham Finance Ltd..
Altschuler Shaham Provident and Pension is one of Israel's leading provident fund companies and holds the largest market share in terms of assets under management**.
Altshuler Shaham Finance Ltd. has been managing a growing range of activities in recent years—alternative investment management and distribution. This includes, among other things, the management of alternative investments in real estate and other sectors, as well as the marketing and distribution of alternative investments in real estate, private equity funds (PE), and global alternative funds through iFUNDS, which markets the range of funds from the international iCapital company within Israel.
In 2024, Altshuler Shaham Finance Ltd. expanded its operations by entering the non-bank credit sector and establishing Altshuler Shaham Credit Ltd. The new company, through its subsidiary, Altshuler Shaham Credit for Businesses Ltd., offers financing solutions aimed at fostering the growth and development of small and medium-sized enterprises.
"Altschuler Shaham Finance Ltd." is controlled by "Altschuler Shaham Ltd." and "Levenstein Yair Holdings Ltd".
